LFG

Larson Financial Group Portfolio holdings

AUM $2.85B
1-Year Est. Return 18.84%
This Quarter Est. Return
1 Year Est. Return
+18.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.76B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,773
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$11.2M
3
+$8.39M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$7.81M
5
NVDA icon
NVIDIA
NVDA
+$6.84M

Top Sells

1
+$5.46M
2
+$4.12M
3
+$3.17M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$3.13M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.58M

Sector Composition

1 Technology 9.42%
2 Healthcare 3.94%
3 Financials 3.8%
4 Industrials 3.55%
5 Consumer Discretionary 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2051
$668 ﹤0.01%
8
-34
2052
$660 ﹤0.01%
81
+25
2053
$660 ﹤0.01%
31
2054
$658 ﹤0.01%
+14
2055
$655 ﹤0.01%
62
2056
$651 ﹤0.01%
26
+23
2057
$644 ﹤0.01%
400
2058
$641 ﹤0.01%
+10
2059
$634 ﹤0.01%
14
2060
$630 ﹤0.01%
100
2061
$630 ﹤0.01%
3
+1
2062
$626 ﹤0.01%
80
-76
2063
$621 ﹤0.01%
21
2064
$621 ﹤0.01%
5
2065
$616 ﹤0.01%
+110
2066
$615 ﹤0.01%
+20
2067
$612 ﹤0.01%
33
+25
2068
$611 ﹤0.01%
12
2069
$606 ﹤0.01%
3
2070
$599 ﹤0.01%
10
+5
2071
$596 ﹤0.01%
150
2072
$595 ﹤0.01%
338
2073
$592 ﹤0.01%
10
2074
$591 ﹤0.01%
11
-3
2075
$588 ﹤0.01%
+28
81 82
83
84 85